Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

Featured Video

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

A Financial Checklist for Post-Graduates

Graduating from college into the adult world is a big milestone. Follow these steps to thrive in this new chapter of life.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

• Articles

  Bull & Baird: Resilience

  Even though it can be tricky to stick to a plan in the heat of the moment, Mike writes about why it's important to have one.

  Stop Wasting Money

  One way to find money is to examine your current spending habits and eliminate money wasters.

  Gone Phishing

  Cybercriminals are using AI to carry out mass phishing attacks, making it crucial for you to recognize these threats.

  To Catch a Thief

  Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

  Bull & Baird: Inside Out

  We're not thinking creatures that feel, but feeling creatures that think--and that affects our behavior as investors.

  Laid Off: A Plan for When Things Don't Go to Plan

  In all the emotion following a layoff, it can be hard to know how to protect and maximize your options.

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• Videos

  Forecast

  This short video helps explain why markets can be as unpredictable as the weather.

  It May Be Time for a Financial Checkup

  It’s never a bad time to speak with your financial professional about changes in your situation.

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  Surprises

  Making the most of surprises is a great reason to work with us.

  Acres of Diamonds

  In life it often happens that the answers to our most pressing questions are right in our own backyards.

  An Arm and a Leg

  A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

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